Client Service Associate
Employment type
Full-time
Work setting
On-site
Location
Chicago, IL
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Client Service Associate is an onsite role located in Chicago, IL, with compensation not specified. This position supports the independent advisors at Kestra Financial by managing administrative and client-facing tasks. The role exists to leverage advisors' time by handling client meeting preparation, account maintenance, and problem resolution. The associate ensures that all documentation adheres to compliance standards while maintaining strong relationships with clients and internal partners.
What you'll do
- Prepare for client meetings, manage account paperwork, resolve client issues, partner with broker-dealers, and maintain compliance records.
What we're looking for
- Skills & competencies
- full-timeday shiftchicago ilfinancial servicesclient supportadministrativecomplianceonsitekestra financialno on-call
- Work arrangement
- Weekend coverage required
Why this role
Series 7 and 65/66 preferred.
About the employer
Kestra Financial Independent Advisor is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: bb6a5965-01f5-4116-8178-48190f34c70b